Saturday, January 21, 2023

Chip War: The Fight For The World's Most Critical Technology, Chris Miller, c. 2022.

 

Introduction: Taiwan, Huawei.

Part I: Cold War Chips

Chapter 1: From Steel to Silicon
WWII
introduces Akioto Moria (Sony); Morris Chang (TSMC); Andy Grove (Intel);

Chapter 2: The Switch
William Shockley, the semiconductor
Bell Labs: Walter Brattain and John Bardeen; only person to win Nobel Prizes inn physics

Chapter 3: Noyce, Kilby, and the Integrated Circuit

Chapter 4: Liftoff
Noyce and Moore founded Fairchild Semiconductoor

Chapter 5: Mortars and Mass Production
Jay Latrhop, Texas Instruments, MIT

Chapter 6: "I ... Want ... To ... Get ... Rich"
computers, DOD, and Robert McNamara

Part II: The Circuitry of the American World

Chapter 7: Soviet Silicon Valley
Sputnik

Chapter 8: "Copy It"
Boris Malin

Chapter 9: The Transistor Salesman
Hayato Ikeda

Chapter 10: "Transistor Girls"
Chip manufacturers hiring women

Chapter 11: Precision Strike
TI, Vietnam

Chapter 12: Supply Chain Statecraft
East Asia and the fall of Vietnam

Chapter 13: Intel's Revolutionaries
DRAM chips

Chapter 14: The Pentagon's Offset Strategy
William Perry, 1977

Part III: Leadership Lost

Chapter 15: "That Competition Is Tough"
Hewlett-Packard

Chapter 16: "At War With Japan"
AMD

Chapter 17: "Shipping Junk"
DRAM chips

Chapter 18: The Crude Oil of the 1980s
the CEOs of three off America's biggest chipmakers 

Chapter 19: Death Spiral
GCA
Dram chips

Chapter 20: The Japan That Can Say No
1-megabit semiconductors were the hearts of the computers; and Japan had the upper hand

Part IV: America Resurgent

Chapter 21: The Potato Chip King
Simplot, Micron

Chapter 22: Disrupting Intel
Grove's restructuring of Intel
IBM, DRAM chips

Chapter 23: "My Enemy's Enemy": The Rise of Korea
South Korean DRAM chips

Chapter 24: "This Is The Future"
"Mead-Conway Revolution"
DARPA: shrinking transistors

Chapter 25: The KGB's Directorate T
1980s; Reagan
Russian stealing American secrets

Chapter 26: "Weapons of Mass Destruction": The Impact Of The Offset
USSR

Chapter 27:  War Hero
The Iraqi War.

Chapter 28: "The Cold War Is Over and You Have Won"
Japan's mistakes

Part IV: Integrated Circuits, Integrated World?

Chapter 29: "We Want a Semiconductor Industry in Taiwan"
Morris Chang and TSMC

Chapter 30: "All People Must Make Semiconductors"
Huawei

Chapter 31: "Sharing God's Love with the Chinese"
China; Richard Chang

Chapter 32: Lithography Wars
ASML

Chapter 33: The Innovator's Dilemma
Steve Jobs

Chapter 34: Running Faster?
US lead getting tighter; through the end of 2000

Part VI: Offshoring Innovation?

Chapter 35: "Real Men Have Fabs"
NAND production

Chapter 36: The Fabless Revolution
Nvidia: largely manufactured by TSMC

Chapter 37: Morris Chang's Grand Alliance
FinFet
GlobalFoundries

Chapter 38: Apple Silicon
Apple

Chapter 39: EUV
ASML

Chapter 40: "There Is No Plan B"
EUV

Chapter 41: How Intel Forgot Innovation
EUV era and somehow Intel lost it

Part VII: China's Challenge

Chapter 42: Made In China
Xi Jinping

Chapter 43: "Call Forth The Assault"
Xi Jinping

Chapter 44: Technology Transfer
China

Chapter 45: "Mergers Are Bound to Happen"
Two big Chinese firms

Chapter 46: The Rise of Huawei
Huawei

Chapter 47: The 5G Future
Huawei

Chapter 48: The Next Offset
China military vs US military

Part VIII: The Chip Choke

Chapter 49: "Everything We're Competing On"
Obama
Trump's trade dispute with China

Chapter 50: Fujian Jinhua
Global DRAM competition

Chapter 51: The Assault on Huawe
Trump

Chapter 52: China's Sputnik Moment?
Wuhan flu.

Chapter 53: Shortages and Supply Chains
Covid.

Chapter 54: The Taiwan Dilemma
TSMC.

Conclusion

Notes: 56 pages.

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